Business Plan

For Raising Capital from Investors, Banks, or Grant Companies!

Please note that the financials in this complete free business plan are completely fictitious and may not match the text of the business plan below.
This free business plan demonstration purposes only. If you are interested in purchasing the completed editable MS Word and Excel documents for this
business plan, please click the button below! Also, the text of the business plan is formatted with a fully automated table of contents.

Return to Samples Page

It should be noted that there is no special software required to use these templates. All business plans come in Microsoft Word and Microsoft Excel format.
Each business plan features:

Excecutive Summary
Company and Financing Summary
Products and Services Overview
Strategic Analysis with current research!
Marketing Plan
Personnel Plan
3 Year Advanced Financial Plan
Expanded Financial Plan with Monthly Financials
FREE 30 Page Sample Private Placement Memorandum
FREE PowerPoint Presentation for Banks, Investors, or Grant Companies!
1.0 Executive Summary

The purpose of this business plan is to raise $250,000 for the development of a not for profit
organization while showcasing the expected financials and operations over the next three years. The
Not for Profit Organization, Inc. (the Foundation) is a New York based 501(3)(c) corporation that will
provide charitable donations to a number of courses to charities throughout the United States and
abroad. The Foundation was founded by John Doe.
1.1 Products and Services

As mentioned above, the Not for Profit Organization will collect funds from individual donors and
corporate sponsors with the intent to collect and distribute funds to other charities, hospitals, and
other groups that have a charitable mission. The Foundation will generate revenues from donations,
sponsorships, and enrollment in ongoing donation programs that the Company will market to the
general public. From time to time, the Company will host gala events to raise additional capital for its
charitable causes, which will primary focus on the needs of children. The third section of the business
plan will further describe the operations offered by the Not for Profit Organization.
1.2 The Financing

Management intends that the first round of capital will come as a sponsorship grant for $250,000,
which will be used to launch the charitable operations of the Foundation. As the organization is a nonstock corporation, no equity position or distribution of EBITDA income will be distributed to any party
that provides capital for the Foundation. After immediately receiving the capital infusion, the
Foundation will establish its office and begin to make grants to other not for profit organizations and
causes as discussed above.
1.3 Mission Statement

The Not For Profit Organizations mission is to provide donations to institutions that support positive
community causes with a focus on providing benefits to in need children and families.

1.4 Mangement Team

The Company was founded by John Doe. Mr. Doe has more than 10 years of experience in the not
for profit industry. Through his expertise, he will be able to bring the operations of the business to
profitability within its first year of operations.
1.5 Sales Forecasts

Mr. Doe expects a strong rate of growth at the start of operations. Below are the expected financials
over the next three years.

1.6 Expansion Plan

The Founder expects that the business will aggressively expand during the first three years of
operation. Mr. Doe intends to implement marketing campaigns that will effectively target individuals
that will donate to the Foundations operations within the target market. The Foundation will also
target corporations that want to use the Not for Profit Organization as a conduit for their charitable
activities.
2.0 Company and Financing Summary
2.1 Registered Name and Corporate Structure

Not for Profit Organization, Inc. The Company is registered as a 501(3)(c) corporation in the State of
New York.
2.2 Required Funds

At this time, the Not for Profit Organization requires $250,000 of grant or sponsorship funds. Below is
a breakdown of how these funds will be used:

2.3 Investor Equity

As the business is a non-stock corporation, no formal ownership will be held by donors, Management,
or corporate sponsors.
2.4 Management Equity

The non-stock corporation exists as its own entity. Management will retain no formal equity interest in
the corporation.
2.5 Exit Strategy

In the event that Foundation wishes to cease operations, the Management will file the appropriate
articles of dissolution, and the assets of the Foundation will be liquidated and granted to other
charitable organizations.
3.0 Products and Services

As stated in the executive summary, the Not for Profit Organization intends to collect sponsorship
revenues and donations with the intent to redistribute these funds among other charities, not for profit
hospitals, childrens hospitals, and other groups with a focus on helping needy children and families.
Mr. Doe is committed to bringing the positive mission of the Foundation to fruition by properly
divesting funds to reputable organizations that serve a strong community based purpose.

4.0 Strategic and Market Analysis

4.1 Economic Outlook

This section of the analysis will detail the economic climate, the not for profit organization industry, the
customer profile, and the competition that the business will face as it progresses through its business
operations. Currently, the economic market condition in the United States is moderate. The meltdown
of the sub prime mortgage market coupled with increasing gas prices has led many people to believe
that the US is on the cusp of a potential double dip economic recession. This slowdown in the
economy has also greatly impacted real estate sales, which has halted to historical lows. This
downturn in the economy may lead to fewer donations and corporate sponsorships for the Foundation
as consumers and corporations will have less discretionary income and profits for distribution to
charitable causes, like those offered by the Not for Profit Organization.
4.2 Industry Analysis

Total charitable giving to organized charities totaled more than $245 billion dollars. Charitable giving
is a luxury for most people and businesses, and as such, during periods of economic decline,
Management expects a severe decrease in the amount of donations made to the Foundation.
However, there are tremendous tax benefits that allow charitable giving to have benefits regardless of
the overall economic market.
4.3 Customer Profile

Management expects that the average single donor to the Foundation will be a middle aged upper
middle income earning individual that wants to give back to the community. Management will
aggressively seek to create awareness about the Foundations programs within the northeastern part
of the United States. Additionally, the Foundation expects that it will achieve donations from corporate
and large foundation sponsors that are seeking to expand their portfolio of charitable works. One of
the keys to achieving the Foundations goal is to develop strong relationships with corporate
benefactors.
4.4 Competitive Analysis

It is extremely difficult to categorize competition among charities as each organization if competing for
the same contributions from corporations, individuals, and grants from government agencies. Among
the 10,000 charitable organizations in the United States, all are in competition for the same influx in
capital. There are several organizations that serve to help people in need. As such, Management
does not feel that the Not for Profit Organization is in competition with any other charitable
organization that seeks to provide for needy people. All charities are all essentially pursuing the same
goal.
5.0 Marketing Plan

The Not for Profit Organization intends to maintain an extensive marketing campaign that will ensure
maximum visibility for the Foundation in its targeted market. Below is an overview of the marketing
strategies and objectives of the Foundation.
5.1 Marketing Objectives

Establish relationships with large grant trusts and corporate benefactors.

Regular hold large scale events that will generate publicity and donation revenue for the
Foundation.
Develop an online presence by developing a website and placing the Foundations name
and contact information with online directories.

5.2 Marketing Strategies

The Foundation will solicit donation revenue from multiple sources. The Foundation intends to engage
a large public relations and marketing firm to raise awareness of the Not for Profit Organizations
charitable services. Management will also seek to gain celebrity support for public personas that want
to contribute to growing problems related to needy children and families within in the United States.
The business will conduct several mass mailings several times per year in order to gain continual
support from the general public. Timely coverage of the Foundation. will be further directed thru
ongoing press relations, news releases and feature stories targeted at key charitable organization
communities and other media outlets. Publicity activities will be designed to generate ongoing
coverage about the Foundation in targeted media by providing writers and editors with newsworthy
releases, features, stories, briefs, and visual material for their columns and stories. In depth coverage
may also be obtained about the Foundation by hosting in-house interviews to be conducted by the
Foundations spokesperson.
5.3 Pricing

In this section, describe the pricing of your services and products. You should provide as much
information as possible about your pricing as possible in this section. However, if you have hundreds
of items, condense your product list categorically. This section of the business plan should not span
more than 1 page.
6.0 Organizational Plan and Personnel Summary
6.1 Corporate Organization

6.2 Organizational Budget

6.3 Management Biographies

In this section of the business plan, you should write a two to four paragraph biography about
your work experience, your education, and your skill set. For each owner or key employee,
you should provide a brief biography in this section.
7.0 Financial Plan
7.1 Underlying Assumptions

The Not for Profit Organization will have an annual revenue growth rate of 14% per year.
The Foundation will initially be seeded with $250,000 of grant capital.

7.2 Sensitivity Analysis

The Foundations revenues are sensitive to the overall condition of the financial markets. Charitable
contributions are a luxury, and as such, during times of economic recession, the Foundation expects
that its incoming contributions will decrease. Management will enact several procedures to ensure
that the Foundation can survive severe decreases in its charitable revenue.
7.3 Source of Funds

7.4 General Assumptions

7.5 Profit and Loss Statements

7.6 Cash Flow Analysis

7.7 Balance Sheet

.
7.8 General Assumptions

7.9 Business Ratios

Expanded Profit and Loss Statements

Expanded Cash Flow Analysis